CE for advisors interested in technology

Strategic Selling with Social Media

This continuing education program introduces financial advisors and planners to the world of social media, the different platforms available today and the demographics of each so that advisors can tailor their strategy to their target client market. The courses will highlight the importance of having an active presence online, and are framed through an advisor’s perspective. This course is for financial advisors and planners who are insurance and investment licensed.

Who should enrol?

Individuals looking to obtain a greater understanding of social media.

Format

• Self-study online learning

• One-year window for completion

CE Credits Understanding Your New Responsibility

As a Financial Planner, you have two new rules to be aware of in the FP Canada Standards of Professional Responsibility. These govern the Use of Technology. In this course, Dave Faulkner, CFP and CLU, reviews these professional responsibilities and uses three case studies to fully understand why assumptions matter and how to apply these rules in your practice. The course also discusses the Projection Assumption Guidelines provided by FP Canada and finishes with advice on protecting yourself, your clients and your practice.

Format

• Self-study online learning

• 120-day window for completion

• Completion of a quiz